RETIREMENT PLAN DIAGNOSTIC Trademark

Trademark Overview

On Thursday, October 3, 2013, a trademark application was filed for RETIREMENT PLAN DIAGNOSTIC with the United States Patent and Trademark Office. The USPTO has given the RETIREMENT PLAN DIAGNOSTIC trademark a serial number of 86082120. The federal status of this trademark filing is SECTION 8 - ACCEPTED as of Wednesday, December 8, 2021. This trademark is owned by The Advisor Lab, LLC. The RETIREMENT PLAN DIAGNOSTIC trademark is filed in the Advertising, Business and Retail Services and Insurance & Financial Services categories with the following description:

Providing information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services

Providing investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes
retirement plan diagnostic

General Information

Serial Number86082120
Word MarkRETIREMENT PLAN DIAGNOSTIC
Filing DateThursday, October 3, 2013
Status701 - SECTION 8 - ACCEPTED
Status DateWednesday, December 8, 2021
Registration Number4887042
Registration DateTuesday, January 12, 2016
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateNOT AVAILABLE

Trademark Statements

Goods and ServicesProviding information, advice, and research services in the field of finance, financial investments, and the financial aspects of retirement; providing financial information services to financial advisors; financial portfolio analysis services
Goods and ServicesProviding investment tools to help financial advisors to identify prospective clients, generate reports, and prepare sales presentations, namely, providing financial indices based on selected groups of securities; providing solutions for financial advisors to operate more efficiently, namely, providing a web-based report that uses current and historical Form 5500 and investment data to deliver a comprehensive benchmarking report on retirement plans, including the plan's return on investment, participation level, and utilization against the plan's peer group and industry for business or commercial purposes

Classification Information

International Class035 - Advertising; business management; business administration; office functions.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 24, 2014
Primary Code035
First Use Anywhere DateThursday, December 31, 2009
First Use In Commerce DateThursday, December 31, 2009
International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, October 10, 2013
Primary Code036
First Use Anywhere DateThursday, December 31, 2009
First Use In Commerce DateThursday, December 31, 2009

Trademark Owner History

Party NameThe Advisor Lab, LLC
Party Type30 - Original Registrant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19102
Party NameThe Advisor Lab, LLC
Party Type10 - Original Applicant
Legal Entity Type16 - Limited Liability Company
AddressPhiladelphia, PA 19102

Trademark Events

Event DateEvent Description
Monday, October 7, 2013NEW APPLICATION ENTERED
Thursday, October 10, 2013NEW APPLICATION OFFICE SUPPLIED DATA ENTERED
Thursday, January 16, 2014ASSIGNED TO EXAMINER
Friday, January 24, 2014NON-FINAL ACTION WRITTEN
Friday, January 24, 2014NON-FINAL ACTION MAILED
Thursday, July 24, 2014TEAS RESPONSE TO OFFICE ACTION RECEIVED
Thursday, July 24, 2014CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 24, 2014TEAS/EMAIL CORRESPONDENCE ENTERED
Wednesday, August 13, 2014FINAL REFUSAL WRITTEN
Thursday, August 14, 2014FINAL REFUSAL MAILED
Tuesday, February 17, 2015TEAS REQUEST FOR RECONSIDERATION RECEIVED
Tuesday, February 17, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Tuesday, February 17, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, March 20, 2015NON-FINAL ACTION WRITTEN
Friday, March 20, 2015NON-FINAL ACTION MAILED
Friday, September 18, 2015TEAS RESPONSE TO OFFICE ACTION RECEIVED
Friday, September 18, 2015TEAS AMENDMENT OF USE RECEIVED
Tuesday, October 6, 2015ASSIGNED TO LIE
Wednesday, October 14, 2015ASSIGNED TO LIE
Friday, September 18, 2015CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, October 22, 2015TEAS/EMAIL CORRESPONDENCE ENTERED
Thursday, October 22, 2015USE AMENDMENT FILED
Thursday, October 22, 2015AMENDMENT TO USE PROCESSING COMPLETE
Wednesday, December 2, 2015USE AMENDMENT ACCEPTED
Wednesday, December 2, 2015APPROVED FOR REGISTRATION SUPPLEMENTAL REGISTER
Thursday, December 3, 2015NOTICE OF ACCEPTANCE OF AMENDMENT TO ALLEGE USE MAILED
Wednesday, December 9, 2015LAW OFFICE PUBLICATION REVIEW COMPLETED
Tuesday, January 12, 2016REGISTERED-SUPPLEMENTAL REGISTER
Wednesday, May 4, 2016ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, September 27, 2017ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY
Wednesday, August 28, 2019TEAS REVOKE/APP/CHANGE ADDR OF ATTY/DOM REP RECEIVED
Wednesday, August 28, 2019ATTORNEY/DOM.REP.REVOKED AND/OR APPOINTED
Tuesday, January 12, 2021COURTESY REMINDER - SEC. 8 (6-YR) E-MAILED
Monday, July 19, 2021TEAS SECTION 8 RECEIVED
Wednesday, December 8, 2021CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Wednesday, December 8, 2021REGISTERED - SEC. 8 (6-YR) ACCEPTED
Wednesday, December 8, 2021NOTICE OF ACCEPTANCE OF SEC. 8 - E-MAILED
Sunday, January 12, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED
Wednesday, December 17, 2025TEAS SECTION 8 & 9 RECEIVED
Tuesday, December 23, 2025ASSIGNMENT OF OWNERSHIP NOT UPDATED AUTOMATICALLY

Related Keywords

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